Anic Equity¶
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Total return since start: 0.599 %¶
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Equity now: -----------------------------> 48848.79 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42165.19 Kr¶
PnL: ---------------------------------------> -268.09 Kr¶
DD now: ---------------------------------> -8.041 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 13:53:05.919738'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.230000 | 1662.840000 | 195.300000 | 13.310000 | 1467.540000 |
| Hoist Finance | 35 | 1.970000 | 997.500000 | 19.250000 | 1.970000 | 978.250000 |
| Orrön Energy | 180 | 0.530000 | 2051.100000 | 13.500000 | 0.660000 | 2037.600000 |
| JM | 6 | 1.460000 | 874.800000 | 12.600000 | 1.460000 | 862.200000 |
| HEXPOL B | 9 | 0.170000 | 1030.500000 | 12.600000 | 1.240000 | 1017.900000 |
| BioGaia B | 8 | 1.120000 | 938.400000 | 10.400000 | 1.120000 | 928.000000 |
| Catena | 2 | 1.270000 | 799.600000 | 10.000000 | 1.270000 | 789.600000 |
| Sagax B | 4 | 1.030000 | 860.800000 | 8.800000 | 1.030000 | 852.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.640000 | 939.000000 | 6.000000 | 0.640000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.380000 | 962.400000 | 3.600000 | 0.380000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.420000 | 780.300000 | 3.300000 | 0.420000 | 777.000000 |
| AcadeMedia | 8 | -0.400000 | 401.200000 | 0.000000 | 0.000000 | 401.200000 |
| Clas Ohlson B | 12 | 0.000000 | 970.800000 | 0.000000 | 0.000000 | 970.800000 |
| Bilia A | 8 | -0.440000 | 895.200000 | -2.400000 | -0.270000 | 897.600000 |
| SKF B | 5 | -0.430000 | 934.000000 | -4.000000 | -0.430000 | 938.000000 |
| Hexatronic Group | 12 | -0.420000 | 960.480000 | -4.080000 | -0.420000 | 964.560000 |
| Biotage | 7 | -0.450000 | 935.200000 | -4.200000 | -0.450000 | 939.400000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| Gränges | 9 | -0.870000 | 918.000000 | -8.100000 | -0.870000 | 926.100000 |
| EQT | 4 | -1.010000 | 821.200000 | -8.400000 | -1.010000 | 829.600000 |
| OX2 | 13 | -1.100000 | 937.300000 | -10.400000 | -1.100000 | 947.700000 |
| Byggmax Group | 33 | -1.180000 | 943.140000 | -11.220000 | -1.180000 | 954.360000 |
| Alimak Group | 11 | -1.780000 | 909.700000 | -16.500000 | -1.780000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| Addnode Group B | 11 | -2.280000 | 897.600000 | -20.900000 | -2.280000 | 918.500000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Latour B | 4 | -4.070000 | 820.400000 | -34.800000 | -4.070000 | 855.200000 |
| Indutrade | 5 | -3.210000 | 1175.500000 | -39.000000 | -3.210000 | 1214.500000 |
| Vitec Software Group B | 2 | -4.240000 | 1038.000000 | -46.000000 | -4.240000 | 1084.000000 |
| Bufab | 3 | -4.660000 | 1054.800000 | -51.600000 | -4.660000 | 1106.400000 |
| Hexagon B | 26 | -1.660000 | 3394.300000 | -57.200000 | -1.660000 | 3451.500000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| BHG Group | 97 | -7.790000 | 1342.480000 | -112.520000 | -7.730000 | 1455.000000 |
| TOTAL | 42165.190000 | -268.090000 | -8.04129% | 42433.280000 |
Updated:¶
'2023-07-03 13:53:22.801897'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
